View Our Fourth Quarter 2017 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

View Our Newly Published Third Quarter 2017 Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the returns of stock and bond asset classes in the US and international markets.

The report also illustrates the impact of globally diversified portfolios and features a quarterly topic.

To download the full PDF, please click here >

Michael R. Sanders, on NBC news discussing the Dow Jones Industrial Average Record

We were pleased to have our Chief Investment Officer, Michael R. Sanders, on NBC news discussing the Dow Jones Industrial Average setting a record early this month breaking through 22,000 for the first time.

 

Announcing the formation of 5C Capital Management, LLC

We are pleased to announce the formation of 5C Capital Management, LLC and the immediate transition of our advisory business and staff to the new firm.

We are fortunate that our business has grown steadily during a time of great change. It became necessary to consolidate ownership of the firm in order to preserve and grow the practice in accordance with the high standards of investment process and planning services that you are entitled to.

To read more, download the full announcement.